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Sharon Dawn Elliott

ELAN WEALTH MANAGEMENT, LLC·KITTY HAWK, North Carolina
Series 7, Series 6625 years registeredELAN WEALTH MANAGEMENT, LLC
4417 N. CROATAN HWY, KITTY HAWK, NC 27949CRD# 4335421Firm CRD# 144851

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sharon Dawn Elliott · KITTY HAWK, NC
Registration
CRD #4335421 · ELAN WEALTH MANAGEMENT, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: ELAN WEALTH MANAGEMENT, LLC
ELAN WEALTH MANAGEMENT, L.L.C.
Sep 2007 – Aug 2024
SOUTHERN SHORES, NC
UVEST FINANCIAL SERVICES GROUP, INC.
Sep 2002 – Sep 2007
KITTY HAWK, NC
RBC CENTURA SECURITIES INC.
Apr 2001 – Sep 2002
NAGS HEAD, NC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · April 6, 2001
Years registered · 25
03

Disclosure History

2007Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
ELAN WEALTH MANAGEMENT, L.L.C.
CRD 144851 · SEC 801-124808
AUM
$135M
Regulatory assets under management
Employees
4
412 client accounts
Services offered by ELAN WEALTH MANAGEMENT, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ELAN WEALTH MANAGEMENT, L.L.C. →
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05

Frequently Asked Questions

What services does Sharon Dawn Elliott offer?
Sharon Dawn Elliott specializes in Financial Planning, Investment Management, Wealth Management.
What are Sharon Dawn Elliott's credentials?
Sharon Dawn Elliott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sharon Dawn Elliott located?
Sharon Dawn Elliott is based in KITTY HAWK, North Carolina, last registered with ELAN WEALTH MANAGEMENT, LLC.
How does Sharon Dawn Elliott charge for services?
Sharon Dawn Elliott's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELAN WEALTH MANAGEMENT, LLC?
ELAN WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideASHEVILLE GuideCHAPEL HILL Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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